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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $28,432 |
7 funds of $250K or more; 21 lines in all, holding $6.8M of the plan's $9.1M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, collective trust, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Collective trust Target-date, 8 vintagesRecordkeeper's own fund | $4.6M | 68.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 19.6% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $179K | 2.6% |
| Blackrock Mid Cap Growth Equity Portfolio BlackRock · Mutual fund | $136K | 2.0% |
| BlackRock Investments BlackRock High Yield Portfolio Fund BlackRock · Mutual fund | $93K | 1.4% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $74K | 1.1% |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. Rowe Price · Mutual fund | $64K | 0.9% |
| Hartford Schroders International Multi-Cap Value Fund Hartford Funds · Mutual fund | $52K | 0.8% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $48K | 0.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $42K | 0.6% |
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedJohn Hancock Lifetime Blend 2055 Trust | $4.6M |
| AddedFidelity 500 Index Fund | $1.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.